WPC
STZ icon

Wedmont Private Capital’s Constellation Brands STZ Stock Holding History

Wedmont Private Capital’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,246
Closed -$231K – 766
2025
Q1 		$231K Sell
1,246
-1,425
-53% -$259K 0.01% 598
2024
Q4 		$486K Buy
2,671
+660
+33% +$157K 0.03% 381
2024
Q3 		$489K Buy
2,011
+468
+30% +$116K 0.03% 360
2024
Q2 		$401K Buy
1,543
+184
+14% +$47.3K 0.03% 403
2024
Q1 		$357K Buy
1,359
+179
+15% +$45.3K 0.03% 404
2023
Q4 		$295K Sell
1,180
-151
-11% -$35.9K 0.02% 433
2023
Q3 		$313K Buy
1,331
+143
+12% +$37.3K 0.03% 365
2023
Q2 		$304K Buy
+1,188
New +$278K 0.03% 377
2022
Q4 		– Sell
-1,087
Closed -$250K – 466
2022
Q3 		$250K Buy
+1,087
New +$265K 0.05% 303

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wedmont Private Capital's STZ Position: Q2 2025 in Review

Wedmont Private Capital sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,246 shares — an estimated $231K sold.

Wedmont Private Capital first reported a position in STZ in Q3 2022 and held it in 9 quarters. The position peaked at $489K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Wedmont Private Capital reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 1,246 Constellation Brands shares in Q2 2025, an estimated $231K.
  • Wedmont Private Capital first reported a position in Constellation Brands in Q3 2022 and held it in 9 quarters.
  • Wedmont Private Capital's Constellation Brands position peaked at $489K in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Wedmont Private Capital's 13F filing for Q2 2025, filed 10 Jul 2025.